About
Inception & Now
Started by liked minded CFPs in Bengaluru way back in 2005 as an informal group. Later registered as COFP
The Council of Financial Planners (COFP) is a Not-For-Profit Organization, registered with Registrar of Societies, Bengaluru, under The Karnataka Societies Registration Act, 1960, with registration number DRB/SOR/235/13-14
Managed by ‘Executive Committee’ elected by the members
Activities
Regular Activities of the COFP
Monthly Knowledge Sessions for Members: Regular monthly meets where distinguished experts (Professors from Academia, Highly experienced Professional from the Industry, Investment Guru’s, Fund Managers, Scholars, Economists) are invited to speak and present about various topics and facet of Finance, Investments, Taxation etc
Financial Awareness Initiative for Consumers: COFP organize Financial literacy programs through the brand ‘Arthapragna’. Meaning of Arthapragna in English is Financial Awareness. It is a series of Financial Awareness Programs for consumers / general public. Team of trained Volunteers conduct these program in standardized format.
Annual Retreat for Professionals & Enthusiasts: Grand, yearly conference event of COFP – where India best Financial Planners meet, interact, learn from each other and highly reputed speakers, luminaries and scholars
Other Activities
Professional Trainings & Workshops
Representations to Industry Bodies, Regulators and Govt. on behalf of professionals and practitioners
Past Presidents
Srinivasan B
Founder President & Mentor
Tiru Sheshacharya
Past President & Mentor
Uday Dhoot
Past President & Mentor
Yuvaraja
Past President & Mentor
Pradeep Hattangadi
Past President & Mentor
Executive Committee
Suresh A
President
Ravi Kumar Achar
Secretary
Praveen R K
Treasurer
Raman Gupta
Vice President
Yuvaraja
Mentor & Advisor
Manu Nedunkandathil
Joint Secretary
Vinod Laxmikanthrao
Joint Treasurer
Nisha Sanghavi
Member Engagement
T M Subrahmanya Swamy
Social Media Engagement
Naveen Fernandes
Knowledge Management